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Paul Durso

Paul Durso
About the Author

As the founder and President of both Durso Capital Management Co. and Insight Folios Inc., Paul is passionate about not only helping clients realize their retirement goals, but also empowering them with the tools necessary to become the masters of their own financial destiny.

In line with his desire to educate, he created the series “Planning Made Simple”, which offers comprehensive wealth management coaching for advisors and investors alike.  He also regularly appears on major television networks, such as CBS and FOX, to share his financial insights with a much wider audience.

A proud resident of Charlotte, North Carolina, Paul is known among his peers as an extremely relatable and down-to-earth advisor.  His wealth management approach is as diverse as his client base, offering a full suite of innovative, client-oriented services and products that are tailored to address a broad range of individual, family and business portfolios.

Paul’s enthusiasm for education extends to his own level of expertise, as he persistently stays in tune with contemporary investment vehicles or changes in market trends, and he maintains several professional certifications such as Certified Wealth Strategist (CWS®), Certified Retirement Planner (CRP®) and Certified Estate Planner (CEP®).

In his spare time, Paul entertains a wide variety of interests from innovative software technology to real estate investing.  He also finds great satisfaction in strengthening his faith in Jesus Christ and giving back to the community through his local church.  However, his greatest joy in life is spending quality time with his beautiful wife Stephanie and their three wonderful boys, Evan, Shane and Reid.

The Growth Gap – Insight Folios

If you have any mutual funds in your portfolio, then you need to watch this!

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The Mutual Fund Swamp – Insight Folios

Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!

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Paul Durso on FOX46: Cryptocurrency

See Paul Durso discuss the Cryptocurrency hot topic on FOX 46 and learn what you don’t know about the new currency. Should you use it? Should you know more about it? What is it? All of this and more is discussed.

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Honey I Shrunk the Portfolio – Insight Folios

Do you get frustrated when you open your investment statements and see you lost money? Learn how to turn a loss into a gain.

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Charlie Bowers on FOX46: Summer Budget

Watch Charlie Bowers gives some tips and budgeting tricks on how to save for summer vacation!

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Paul Durso on WBTV: Graduation Money

See what Paul Durso thinks about giving gifts for graduation here on WBTV. Don’t over give or under give this graduation season.

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Paul Durso on WBTV: Safe Web Shopping

Do you shop online? Are you concerned that your information or identity will get stolen? Watch Paul Durso on WBTV gives some thoughts on you can keep your information safe online.

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Benchmarking Retirement Success – Insight Folios

Why do we look to the market indexes for our benchmark for success or failure with investing? Are there other benchmarks we should be looking at?

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Want to Retire? Put Your Money to Work! – Insight Folios

Would you work without getting paid? Then why would you invest without getting paid? Don’t be afraid of running out of money in retirement, start building your retirement income long before you retire and you won’t fear running out of money in retirement!

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Charlie Bowers on WBTV: Tax Preparation

Do you want to get your tax refund fast? Here a few tips and tricks from Charlie Bowers from Insight Folios about how you can get your refund fast!

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